The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Dec. 26, 2023
Filed:
Jul. 29, 2020
Wells Fargo Bank, N.a., San Francisco, CA (US);
Nathan Coles, San Francisco, CA (US);
Darren M. Goetz, San Francisco, CA (US);
Uma Meyyappan, San Francisco, CA (US);
Dennis Montenegro, San Francisco, CA (US);
Steve Perez, San Francisco, CA (US);
Debarchana Roy, San Francisco, CA (US);
WELLS FARGO BANK, N.A., San Francisco, CA (US);
Abstract
Systems, methods, and apparatuses for completing an action requested by a customer are described herein. A requested action is received from the customer. A customer task for completion of the requested action to be performed by the customer is identified. An interaction board is generated that is accessible by the customer and accessible an employee associated with a provider. The interaction board is displayable via a graphical user interface and includes the customer task. An indication is received from the customer that the customer task has been completed prior to a customer interaction. The interaction board is updated to indicate that the customer task has been completed prior to the customer interaction. Information associated with the requested action is received from a customer device during the customer interaction. The interaction board is updated to include the information received from the customer device during the customer interaction.